Steve Morden, CFP®Certified Financial Planner®
Steve Morden grew up in our nation’s capital and attended the University of Ottawa. He started his career in the financial services industry in 1990 with one of Canada’s largest companies and received his CFP designation. He now enjoys running a successful practice in his native city. Steve, his wife, and his three children currently reside in Kemptville.
Steve specializes in investing and tax planning. When asked what he loves most about his job, he replies that it’s the friendships formed with clients. Helping people is very fulfilling for Steve –with his 20-plus years of industry experience and education, he has the opportunity to assist clients with complex financial situations.
At one point Steve held a pilot license, and actually flew commercially for a few years, before his career as an advisor. He coached minor hockey in the Kemptville area for 15 years and is also an avid sailor. He has been involved in philanthropic efforts for over 20 years – he is the past chair of Children’s Village of Ottawa Carleton and for more than a decade had previously also served as a treasurer for the Ryan’s Well Foundation, a charity committed to providing clean water to developing countries and communities.
Steve is a diligent financial planner who takes a straightforward approach with clients and truly cares about their success.